+801.7%
IBB vs UUUU
-92.0%
+893.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -0.9% |
| 7D | +1.4% | -1.4% | +2.8% | +1.5% |
| 30D | +10.5% | +16.3% | -5.8% | +9.4% |
| 3M | +23.6% | -16.7% | +40.3% | +24.6% |
| 6M | +22.6% | -33.7% | +56.3% | +24.7% |
| YTD | +25.7% | -0.5% | +26.2% | +23.9% |
| 1Y | +51.4% | +28.9% | +22.5% | +45.5% |
| 3Y | +64.4% | +99.9% | -35.5% | +50.1% |
| 5Y | +22.1% | +135.3% | -113.1% | +8.2% |
| 10Y | +132.5% | +518.4% | -385.9% | +85.2% |
| All | +801.7% | -92.0% | +893.7% | +625.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded UUUU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling